Anpanman - Billion Dollar Bluebirds: Inside the AST SpaceMobile Inflection Point
Anpanman analyzes the remarkably bullish Q4 update from AST SpaceMobile, marking the company’s transition from a developmental phase to a tangible revenue-generating powerhouse. The episode details th...
3 Mars 1h 14min
AST SpaceMobile Q4 2025 Earnings Call
Abel Avellan, Scott Wisniewski, and Andy Johnson provide a comprehensive update on the transformation of SpaceMobile into a revenue-generating industry leader. The discussion covers the $70 million in...
3 Mars 1h 8min
Anpanman - Quick Pre-Market Opening Discussion: $ASTS $TE
Anpanman - Quick Pre-Market Opening Discussion: $ASTS $TE
2 Mars 29min
Kook's Weekly - March 1 - From Mañana to Hoy: The AST SpaceMobile Inflection Point
Kook breaks down a pivotal week for AST SpaceMobile, starting with the massive validation of a $30 million prime contract from the Space Development Agency. This deal, representing 60% of the availabl...
2 Mars 56min
Anpanman - Navigating the Wall of Worry: Margin Calls, AI Tizzy, and the SpaceMobile Outlook
This episode analyzes the current market volatility and the 'wall of worry' investors are facing. Anpanman stresses the importance of avoiding high leverage and margin, explaining how over-leveraged p...
27 Feb 47min
Anpanman - Orbital Supremacy: AST SpaceMobile’s $30M Prime Contract and the Billion Dollar Space Pivot
Anpanman explores the recent landmark developments for AST SpaceMobile, focusing on the $30 million prime contract awarded by the Space Development Agency (SDA) for the Halo Europa program. This marks...
23 Feb 27min
Kook's Weekly - February 22 - Inventing the Market: The SpaceMobile Category Creator
Kook explores the profound concept of category creation, using Abel Avellan's core philosophy - "We did not follow a market. We invented one" - as the foundational thesis for the future of AST SpaceMo...
23 Feb 39min
Anpanman - The Inevitability of SpaceMobile: Bluebirds, Bond Math, and Blue Origin
Anpanman provides a strategic deep dive into the current state of AST SpaceMobile following a period of significant market volatility. This episode breaks down the technical aspects of the recent conv...
20 Feb 30min
